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Mastercard

2,138 hedge funds and large institutions have $226B invested in Mastercard in 2019 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 742 increasing their positions, 862 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,138
Holders Change
+175
Holders Change %
+8.91%
% of All Funds
42.22%
Holding in Top 10
318
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.35%
% of All Funds
6.28%
New
275
Increased
742
Reduced
862
Closed
75
Calls
$2.17B
Puts
$2.97B
Net Calls
-$803M
Net Calls Change
+$242M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
1451
Lenox Wealth Management
Ohio
$868K -$22.7K -76 -3%
WC
1452
Whitnell & Co
Illinois
$868K +$622K +2,083 +252%
PIG
1453
Pantheon Investment Group
California
$861K +$861K +2,913 New
CF
1454
Copperwynd Financial
Arizona
$860K -$5.38K -18 -0.6%
MBTD
1455
Mechanics Bank - Trust Department
California
$856K -$6.27K -21 -0.7%
YIA
1456
YHB Investment Advisors
Connecticut
$854K +$2.99K +10 +0.4%
HFG
1457
Heron Financial Group
New York
$848K +$848K +2,563 New
HC
1458
Hamilton Capital
Ohio
$845K +$450K +1,508 +114%
BWM
1459
Buckley Wealth Management
Nevada
$839K -$76.1K -255 -8%
SIM
1460
SSI Investment Management
California
$839K -$3.88K -13 -0.5%
SAM
1461
Silvercrest Asset Management
New York
$839K +$8.96K +30 +1%
IMRF
1462
Illinois Municipal Retirement Fund
Illinois
$838K +$838K +2,806 New
QCM
1463
Quest Capital Management
Texas
$832K -$97.6K -327 -11%
PCAP
1464
Pratt Collard Advisory Partners
New York
$823K -$8.96K -30 -1%
BPM
1465
Bowling Portfolio Management
Ohio
$822K +$122K +408 +17%
EWA
1466
Exencial Wealth Advisors
Oklahoma
$814K +$18.2K +61 +2%
MAWCM
1467
Mine & Arao Wealth Creation & Management
California
$813K +$813K +2,723 New
RMDI
1468
R.M. Davis Inc
Maine
$809K +$128K +427 +19%
MWP
1469
MYCIO Wealth Partners
Pennsylvania
$808K +$298 +1 +0%
AFM
1470
Anson Funds Management
Texas
$806K +$806K +2,700 New
CAN
1471
Claraphi Advisory Network
United States
$804K -$8.66K -29 -1%
CSWG
1472
Cardinal Strategic Wealth Guidance
Kentucky
$804K +$804K +2,692 New
BWA
1473
Beam Wealth Advisors
Louisiana
$802K +$802K +2,686 New
PIA
1474
Pinion Investment Advisors
Kansas
$801K +$44.8K +150 +6%
MPI
1475
Mairs & Power Inc
Minnesota
$799K +$49.9K +167 +7%